CWM

CIBC World Markets Portfolio holdings

AUM $15.1B
1-Year Est. Return 22.72%
This Quarter Est. Return
1 Year Est. Return
+22.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.09B
AUM Growth
-$8.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$25.7M
3
+$20.5M
4
SBUX icon
Starbucks
SBUX
+$20.1M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$18.3M

Top Sells

1
+$2.64B
2
+$1.13B
3
+$538M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$380M
5
C icon
Citigroup
C
+$336M

Sector Composition

1 Technology 24.01%
2 Financials 15.32%
3 Consumer Discretionary 14.81%
4 Healthcare 8.9%
5 Real Estate 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.94M 0.11%
360,454
-1,913,433
152
$6.81M 0.11%
218,189
-37,352
153
$6.77M 0.11%
48,053
-15,889
154
$6.7M 0.11%
52,676
-80,708
155
$6.69M 0.11%
16,748
-8,119
156
$6.67M 0.11%
50,496
-16,101
157
$6.56M 0.11%
43,422
-7,370
158
$6.51M 0.11%
150,261
-25,570
159
$6.48M 0.11%
119,910
-348,052
160
$6.46M 0.11%
44,584
-390,418
161
$6.34M 0.1%
412,414
-518,478
162
$6.33M 0.1%
20,696
-31,438
163
$6.03M 0.1%
+240,000
164
$5.94M 0.1%
174,294
-658,419
165
$5.88M 0.1%
10,503
-17,825
166
$5.84M 0.1%
31,338
-14,131
167
$5.78M 0.09%
109,246
-18,705
168
$5.75M 0.09%
+54,100
169
$5.75M 0.09%
189,295
+26,345
170
$5.73M 0.09%
+248,000
171
$5.68M 0.09%
40,312
-10,131
172
$5.65M 0.09%
13,674
-18,616
173
$5.6M 0.09%
21,923
-23,825
174
$5.55M 0.09%
66,247
-45,261
175
$5.53M 0.09%
950,000
+100,000
5 6
7
8 9